Kestra Private Wealth Services, LLC Dimensional ETF Tr Us Marketwi Transaction History
Kestra Private Wealth Services, LLC
- $5.74 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
729Shares Held
273MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.35 Billion3.28% of portfolio
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Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
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Savant Capital, LLC17.3MShares$681 Million5.4% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.5MShares$414 Million0.73% of portfolio